Long Island Wealth Management, Inc. has disclosed its latest holdings in a 13F-HR filing, revealing a total asset value of $256,317,241 as of September 30, 2026. This filing is crucial as it highlights the company's investment strategies and asset allocation, reflecting its ongoing compliance with SEC regulations.
Founded in New York, Long Island Wealth Management operates within the financial services sector, focusing on wealth management and investment advisory services. The firm is headquartered at 155 Pinelawn Road, Suite 210 N, Melville, NY, and has been active in filing various reports with the SEC, including multiple 13F-HR submissions throughout the year.
The recent filing, accession number 0001951757-26-001692, was made on October 20, 2026, and includes a total of 98 entries in its information table. This report provides a detailed overview of the firm's investments, including significant holdings in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. These investments reflect the firm's strategy to allocate assets across a diverse range of sectors.
According to the filing, Long Island Wealth Management exercises sole investment discretion over its holdings, indicating a focused approach to asset management. The report also emphasizes the firm's commitment to transparency, as it is required to disclose its holdings to the SEC under the 1934 Act.
This filing may impact various stakeholders, including clients, investors, and competitors. Clients will gain insights into the firm’s investment strategies, while competitors may analyze the asset allocation trends to adjust their own strategies in the competitive financial services landscape.
Looking ahead, it is unclear what specific actions Long Island Wealth Management will take following this filing. The company has not indicated any forthcoming filings or changes in strategy. As the firm continues to navigate the complexities of the financial services industry, its commitment to regulatory compliance and transparency remains a focal point.